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Alphabet: The AI Leader Best Positioned to Dominate 2026
Yahoo Finance· 2025-11-28 20:07
Hand holds google phone with Google Gemini chatbot. Key Points Alphabet's latest Gemini model, Gemini 3, outperformed benchmarks and showcased Google’s TPU advantage. Alphabet has flipped its H1 sentiment to overwhelmingly bullish, boosted by accelerating growth, the release of Gemini 3, and Berkshire’s recent stake. Record earnings and expanding cloud profitability support Alphabet’s momentum heading into 2026. Interested in Alphabet Inc.? Here are five stocks we like better. Alphabet (NASDAQ: GOO ...
Alphabet (GOOG) is the real winner of AI – here’s why
Rask Media· 2025-11-28 20:00
Alphabet (NASDAQ: GOOG) is making its own chips. What kind? Why now? And could this make Alphabet – not NVIDIA – the ultimate winner in the AI race?In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass. Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet – not NVIDIA – the ultimate winner in the AI race? While NVIDIA gr ...
X @Token Terminal 📊
Token Terminal 📊· 2025-11-28 19:31
RT Milk Road (@MilkRoad)Tokenized $GOOGL just hit $1M market cap,This makes it the first tokenized stock to break the milestone. https://t.co/qEdvjN6nkx ...
Stock Market Closes November with Gains on Shortened Black Friday Session
Stock Market News· 2025-11-28 19:07
The U.S. stock market concluded a volatile November with a positive, albeit abbreviated, trading session on Black Friday, November 28, 2025. Major indexes extended their winning streaks for the week, pushing higher despite an early close at 1:00 PM ET for equities and 2:00 PM ET for the bond market, a traditional observance following the Thanksgiving holiday. The shortened trading day saw investors digesting a mix of company-specific news and continued optimism surrounding potential Federal Reserve policy s ...
Halftime Report traders talk possibility of a market rally into year-end
Youtube· 2025-11-28 17:54
Market Overview - The market is experiencing a potential "Santa Claus rally," with a reversal of negative momentum from November, attributed to expectations of a December rate cut [2][3] - The S&P 500 has reached 36 all-time highs this year, indicating strong market performance [9] - December historically shows an average increase of about 1.5%, suggesting a positive setup for the end of the year [10] Economic Indicators - Weekly jobless claims are at a four-week moving average of approximately 224,000, indicating a healthy labor market [11] - Durable goods orders rose nearly 10% in the past month, and final demand for goods showed the largest increase since February [12][13] - The economy is running above trend, with growth rates around 3.5% to 4%, leading to double-digit earnings growth [13] Sector Performance - Healthcare has been the best-performing sector in November, up 9.5%, while financials and industrials are also performing well [18] - The market is broadening out, with significant gains in various sectors beyond just technology [14][16] Technology Sector Insights - Alphabet is gaining attention as a major player, with a market cap approaching $4 trillion, indicating a healthy rotation within the tech sector [19][20] - Despite Nvidia's recent struggles, it has shown substantial growth over the past three years, with a 1,000% increase compared to Alphabet's 250-260% [25] - The dominance of tech in the S&P 500 remains strong, with eight of the ten largest companies being tech names, accounting for 35% of the index's weight [22] Investment Strategies - There is a suggestion for portfolio managers to reconsider their positions in tech, as underweighting could lead to missed opportunities [6] - The current market environment is seen as favorable for long positions into the end of the year, with expectations of an "everything rally" across various asset classes [14][10]
Nasdaq Set to Snap Monthly Win Streak Amid Tech Volatility
Schaeffers Investment Research· 2025-11-28 17:46
Traders had no shortage of buzz to unpack before and after Thanksgiving, including a handful of earnings and more AI sector turmoil triggered by Nvidia (NVDA). Monday saw markets extend the previous week's gains, as Alphabet (GOOGL) and other large cap tech stocks surged. The Dow Jones Industrial Average (DJI) enjoyed its best day since Aug. 22 on Tuesday on reignited rate cut hopes, and by Wednesday had racked up 1,674 points.The blue-chip index, Nasdaq Composite (IXIC), and S&P 500 Index (SPX) are all hea ...
美股三大股指开盘集体上涨,谷歌涨近1%
Mei Ri Jing Ji Xin Wen· 2025-11-28 17:35
【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com (责任编辑:王治强 HF013) 每经AI快讯,美股开盘,三大股指集体上涨,道指涨0.16%,纳指涨0.33%,标普500指数涨 0.17%。谷歌涨近1%,谷歌首席执行官皮查伊表示,希望2027年前将TPU送上太空。甲骨文跌超3%, 多家银行正商谈再向甲骨文和数据中心建设商VANTAGE提供380亿美元贷款。存储概念股集体上涨, SanDisk涨超4%,美光科技涨2.8%,西部数据涨2%。消息面上,全球存储芯片短缺加剧,研究机构预 测存储芯片价格预计再涨50%。 每日经济新闻 ...
Stock Market Today: Dow Positive For November, But Nvidia Slides; Delayed Inflation Data Looms (Live Coverage)
Investors· 2025-11-28 19:08
BREAKING: Futures Halted, But DIA, SPY, QQQ Point Higher The Dow Jones Industrial Average and other major indexes indicated a move higher early on Black Friday before an outage halted most CME futures and options trading. Google-parent Alphabet (GOOGL) continued to lead the market, while Nvidia (NVDA), Tesla (TSLA), Robinhood Markets (HOOD) and GE Vernova (GEV) worked to reclaim key support on the stock market today. CME halted futures… Related news Get market updates, educational videos, webinars, and stoc ...
AI remains a long-term threat for Apple, says Big Technology's Alex Kantrowitz
Youtube· 2025-11-28 16:14
Welcome back. Apple may be in a strong position to dominate holiday shopping this season. Some new data shows the iPhone maker drove Singles Day smartphone sales over in China this year, accounting for 26% of smartphones sold over the month-long event.Will that momentum now carry over into the US. Let's bring in big technology founder and CNBC contributor Alex Canowitz, who joins us here at Post. Happy Black Friday, Alex. >> Happy Black Friday.>> So, this there's a lot of commentary that this is going to be ...
What Alphabet’s CEO Just Said Should Get Quantum Computing Investors Very Excited
Yahoo Finance· 2025-11-28 15:52
李 季霖 / CC BY-SA 2.0 / Flickr Quick Read Alphabet (GOOG, GOOGL) CEO Sundar Pichai compared quantum computing now to artificial intelligence five years ago before its explosive growth. IonQ (IONQ) achieved 99.99% fidelity with its trapped-ion technology and saw third-quarter revenue jump 222% year-over-year. D-Wave Quantum (QBTS) has surged more than 2,600% in the past two years while Rigetti Computing (RGTI) gained several thousand percent. If you’re thinking about retiring or know someone who is, the ...